Barrett Asset Management, LLC AAPL Holdings History
Barrett Asset Management, LLC's Apple Inc Holding Summary
As of 2022-03-31, Barrett Asset Management, LLC held 704,593.00 shares of Apple Inc(AAPL), totaling $123.03 Mil. This investment constitutes 5.19% of their stock portfolio, and Barrett Asset Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q1. And since then Barrett Asset Management, LLC has made 8 purchases of AAPL, at an average price of $31.26, for a total of 1.15 Mil shares. In addition, there have been 16 sales at an average price of $73.45 for 441,023.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Barrett Asset Management, LLC's estimated gain on his AAPL holdings is $145.38 Mil, reflecting a 406.01% gain to date.
Barrett Asset Management, LLC AAPL ($211.18) Holding Chart
Barrett Asset Management, LLC AAPL ($211.18) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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